Spousal IRA Strategies
One benefit of being married is that a non-working spouse can contribute to an IRA using the working spouse's income. Here's what to know.
One benefit of being married is that a non-working spouse can contribute to an IRA using the working spouse's income. Here's what to know.
Answering reader questions about the Backdoor Roth IRA, if you can remain a 1099 contractor instead of a W2 employee, and variable rates on student loans.
Answering reader questions about 401(k)s, including what to do if you overcontribute and if you can put side hustle money into them. Also, an interview with Peak Housing's Joe Ollis.
Answering reader questions about how to change the retirement account system and 401(k) limits. Also, an interview with Dr. Dike Drummond of Burnout Proof MD.
Answering reader questions with new WCI Ambassador Disha Spath on primary residences and asset allocation, leverage, and emergency funds.
If you have Vanguard Target Retirement Funds in your taxable accounts, you might be in for a big surprise at tax time. Here's why.
An interview with Big ERN, the man behind Early Retirement Now, where he discusses the pro and cons of FIRE and how to figure out withdrawal rates.
457 deferred compensation plans can be a valuable addition to your retirement quiver, but make sure yours is up to snuff before contributing.
We don't know if Backdoor Roth IRA conversions will still be allowed later this year. So, should you go ahead and get it done now?
Answering reader questions on the Backdoor Roth IRA, refinancing student loans if not going for PSLF, and employee-sponsored 401(k) plans.
For those eligible for non-governmental 457(b)s, there are three practical considerations many fail to consider.
Answering reader questions about retirement accounts and what to do about the Backdoor Roth IRA. Also, an interview with WCICON22 speaker Dr. Altelisha Taylor.
Ready to complete your Backdoor Roth IRA with Fidelity? Check out this tutorial which will walk you through it step by step.
Ready to complete your Backdoor Roth IRA with Vanguard? Check out this tutorial which will walk you through it step by step.
After completing your Backdoor Roth IRA follow these steps to report both the contribution and the conversion in the TurboTax software.